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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
Washington Trust
Washington Trust
Rhode Island
$22.2M -$761K 1 1.5% Reduced
277
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$22M +$3.25M 3 2.92% Increased
278
AA
Ancient Art
Texas
$22M +$22.8M 1 3.91% New
279
IIM
Ivory Investment Management
New York
$21.9M +$5.71M 1 0.61% Increased
280
AAM
Ardevora Asset Management
United Kingdom
$21.8M +$2.6M 1 0.91% Increased
281
SC
SRB Corp
Massachusetts
$21.6M +$34.7K 4 3.3% Increased
282
TPSF
Texas Permanent School Fund
Texas
$21.4M -$1.49M 9 0.28% Reduced
283
PP
Paloma Partners
Connecticut
$21.2M +$14.3M 9 0.23% Increased
284
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$20.9M -$29K 2 2.84% Reduced
285
RHJA
Rice Hall James & Associates
California
$20.8M -$120K 2 1.2% Reduced
286
RIG
Roosevelt Investment Group
New York
$20.3M -$2.79M 1 1.57% Reduced
287
abrdn Investment Management
abrdn Investment Management
United Kingdom
$20.1M -$4.1M 1 0.09% Reduced
288
DL
Delta Lloyd
Netherlands
$19.5M -$380K 6 0.65% Reduced
289
Hancock Whitney
Hancock Whitney
Mississippi
$19.4M +$11.5M 2 0.81% Increased
290
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$19.3M -$14.5M 3 0.35% Reduced
291
Hosking Partners
Hosking Partners
United Kingdom
$19.2M +$4.12M 3 0.8% Increased
292
SAM
Skyline Asset Management
Illinois
$19.2M +$6.36M 1 1.42% Increased
293
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$19M +$17.6M 3 0.34% Increased
294
BCPEM
Bain Capital Public Equity Management
Massachusetts
$19M +$23.4M 1 0.79% New
295
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$18.7M -$4.17M 6 0.16% Reduced
296
Första AP-fonden
Första AP-fonden
Sweden
$18.6M +$2.49M 1 0.54% Increased
297
Highbridge Capital Management
Highbridge Capital Management
New York
$18.5M +$6.22M 4 0.3% Increased
298
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.5M -$4.34M 4 0.08% Reduced
299
Tocqueville Asset Management
Tocqueville Asset Management
New York
$18.3M +$2.76M 1 0.22% Increased
300
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$18.3M +$2.65M 6 0.17% Increased